Intel's Crazy Plan for AI Chips IS WORKING! (Supercut) 

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You did us a great service by editing and curating this high level briefing. Thank you.

Pat says: "Moore's law is not dead". Please take this with a huge grain of salt. I switched my PhD from electronics (chip design) to computer graphics in 2007 because I was fearing in about 18-20 years my knowledge would expire as the transistors would fall below nanometer, where the classic physics stops working and the behavior of the circuit is heavily governed by Quantum Mechanics; and boy am I not happy making that choice :) The Moore's law does not say it is impossible to go down to the Agnstrum scale (as these displayed wafers are claimed to achieve); Instead the law says something about the *rate* of transistor shrinkage. This is the main factor that determines the price of a chip: If you put X amount of dollars in reducing the transistor width, and it takes Y amount of time to design it with Z number of labour, you would expect a very predictable return of investment from 1960s to 2010s. But now, you need to *increase* all X, Y, and Z to achieve the same results, and you need to keep scaling up the X, Y, Z as the transistors get smaller and smaller, because it becomes exponentially harder to do so below nanometer. ^^ This means for the same price, you cannot buy faster chips, while this has been the case in the period (~60 years) where Moore's law has held true. So unless there is government subsidiary (which seems to be the case going for Intel right now), your chips wont see the light of the day, because nobody wants more expensive chips. The alternative is what Nvidia has been trying to push for, i.e. accelerated computing. This means the speed does not necessarily come from the transistor density on a chip, rather it comes from more sophisticated architecture + a paradigm shift in the computational model (e.g. GPU parallel computing). They have been using AI to help design the architecture since 4 years ago; because the design has become so complex that manual engineering cannot simply achieve that level of sophistication. So long story short, it seems faster computational models are going to less rely on the chip manufacturing technologies (TSMC or Intel, does not matter), and more rely on smarter high level designs (ARM / Nvidia / AMD). Of course there will always be money for grab for Intel because somebody still has to print those wafers. And because of the geopolitical sensitivity of TSMC, this will be a great opportunity for Intel to make a comeback. But I feel weird watching Pat making dad's jokes and show *cool* photos of the employees high-fiving. It feels like a novice salesman acting desperately to be cool, instead of being precise and analytical. I expect Pat to talk about the big picture, something we do not see, instead of taking a family photo with his wafers. Disclaimer: I am a share holder of Intel and Nvidia. So I am optimistic generally speaking about Intel, but with this kind of presentation, not very excited.

FINALLY I found a stock's channel that educates. Wonderful job, much needed, subscribed and thanks.

As an ex employee of TSMC, i think we really have to take Intel's narrative with reservation. Speaking not out of pride or any emotion... There's a saying, when a customer asks TSMC to jump, TSMC will ask, "how high?" Intel on the other hand will say, "why?"

Another funny moment in the video (22:43): the announcement of the partnership with "arm", Intel's historic arch-rival. The openness to this partnership demonstrates Pat Gelsinger's maturity as Intel's CEO. 👏🏻👏🏻👏🏻

that partnership with ARM is MAJOR. cannot be understated how big that is

We need you do a deep dive sharing your thoughts and perspective on this. It’s intriguing for sure.

its wird i wanna buy but when i look it up i see more hold then buy and estimates is a big mix ? would you call it buy and why ? and thans for the vids! :D

Great to see you Pat!

Do you have a video on ASML?

Thank you for bringing this to us, you’re great!

you can tell Pat treats Intel like his baby, he wants it to succeed so bad. All CEOs are on the front lines, but only a few really enjoy it. Whether or not it will is up to his team, but I see the passion for sure

I have a large portion of both TSM and Intel. I think they are both going to do great and I think there is room for both of them.

INTC correct?

The power requirements seem to indicate that we're going to need those modular smaller nuclear reactors

in semicon packaging lingo we call it MCM multi chip modules

Thanks for the excellent video. I recommend to watch the full version, Intel is truly "Unleashed"!

Great news thanks a lot, but without your valuable comments how the evaluate this in the best possible way?

When you hear TSMC more than you hear intel, it’s a bit too optimistic, Intel to me will have a short term boost thanks to the chip policy and will never achieve what it’s picturing now! Simply know enough intel employees and can assure you almost through their entire company, the company culture is not based on efficiency based on working hard but the opposite, almost everyone I know in intel tries to run away from working and the company let them! It’s just an old wrecked industry which is being held by the fact that they still have a monopoly, they will be another GM soon! The company is a joke but still thanks to the AI boost and poliics babysitting it I did invest in them myself for a short/mid term investment!

Great content, I'm too busy with my day job to investigate what's going on! So Intel admits they will never be able to compete with TSMC on transistor density, so Intel needs to be experts in SoC packaging and create open interfaces between chiplets to be competitive. Sounds like the US only possible strategy to return as a tech leader in chips. TSMC will never bring their latest technology to the US because they have to keep that critical expertise in Taiwan as insurance against a Chinese takeover. Plus the US is too expensive and not as motivated to maintain the high level of detail at all the process steps where the Taiwanese workers excel. Can you cover Cadence and Synopsys? They are leveraging AI not only to help design the IC's but also create the simulations (Ansys) needed to support the high speed interfaces between the chiplets. Sounds to me they are the enablers for everyone to create custom SoC's that might compete with NVIDIA.

Off topic, but could you do some analysis/comparison of cyber security companies. Many thanks for your diligent work.

I hope Intel can race hard. Because where do you think TSMC will be in 2030?

Will optical computing and/or interconnects lead us to zettascale supercomputers one day?

The AI music video at the end was dumb and I'm someone who likes gen AI. Other than that great presentation.

Intel is a buy for me: 1. Chips Act 10 Billion announcement will happen "very soon" according to the CEO 2. it's rumored that Nvidia will partner with Intel for packaging from the next quarter onwards 3. Stock is down now, so it might be interesting for your viewers. 4. There is a lot of Call Options activity with millions of USD betting that INTC will move higher in the short-term and long-term.

Intel has to have a lot go right for it to get them back to where they want to be. Sounds daunting, but NVDIA, AMD all had to have as many things go right for them to get where they are. I think Intel can do it!!!

they are losing in every mkt segment and are lined up to get totally devastated - this is clearly a panic response as far as we can tell - we want intel to do well for some competition and price wars but it is not happening for a few more years from the immediate forward guidance

Intel needs to hire this guy.

What are the services that people want, versus, what services that are made available to people that they choose because the services they really want are simply nit available?

He got the units wrong. Power Capabilities is measured in Watts alone not Watt-Hr. Watt-Hr is the energy consumed, say in a month or a year.

Awesome 😊👍🏽

I am taiwanese and thank you very much!!

summary at the beginning with timestamps ... love it

The only way to save Intel is a strong agreement with ARM to help them develop the next CPU generation.

we dont need your siliconomy and even further control

ai is another model not depending x85 XA ?

im not so convinced. Intel needs to put actual product out there that shows they are better or at least cheaper. As it is now and has been for several years, Intel is 2nd tier chips, in both comsumer market and more imortant in the data center. On the foundry side, they are 3rd tier, behind TSMC, behind Samsung. I need to see them being at least a leader in either the foundry side or the product side. The only thing they lead in, is market share, and that has been bleeding away over for a decade. We have all been promised great things from intels for 6-7 years, but it has failed to deliver. I hope the turn around is true, but as it is...no more power point slides, no more words and promises , - It's time to actually show now.

I like how no one points out that Satya Nadella is using AI to present himself in the video...

GIGO is surprisingly compact.

Awesome🎉

Love the reaction of Pat 0:13. Long Intel!

14a? 16e? I thought they are meant to be on 10nm and aiming for 8nm?

MAMBA may help with the energy costs of AI buy increaseing the efficiency on the software side by 1 to 3 orders of magnitude.

SoC with 1200W TDP 😳

If you think about it, Sam already got tons of money to buy and enjoy whatever he wishes to right? so it means he is doing this not for the money probably since he already has more than enough so he probably is doing it for the sake of helping the world to become a better world to live in (hopefully, I hope AI would end up being more good than bad for our world) and maybe hes doing it for the fun and excitement of his job, of developing AI stuff and doing truly revolutionary things that will be remembered for a very long time.

I have so far invested in 150 shares @ 40. Hoping to buy more once Intel catches wind.

Thanks for the video. I would rather buy some more Navitas (NVTS). Released results today - 111% increase in revenue, gross margins improved to 42.2% in Q4 23 compared to 40.6% Q4 22. 72% next quarter growth forecast with EV and data center revenues ramping up. A lot of things to like. Your thoughts?

INTL rested on their laurels for so many years. Their management team is the problem. I don’t believe they can compete anymore and they won’t meet these timelines.

favorite people Pat and Sam

why use power for cooling, why can't repurposing the heating process to take that energy and use it for cooling

This is a DCA weekly for me

6:19 !

Thanks I watched the AMD release and it took forever thanks for clipping it down.

I never understood why people record these types of events in person they could just watch this video in a better resolution.. it really shows where there heads are at..

As you say, there is a right time to enter ? Is it right time to buy?

It doesn't hurt to be optimistic about INTC's future.

Interesting that the Pat and Sam intro made no mention of regulating AI, displaying unquestioning faith that the practitioners would do no harm. Maybe that part of their intro was cut from this content…I hope.

This video was SHOCKING

I remember intel’s culture of attempting to create low power chips to sell at sky high prices - ‘An elephant on a diet is still an elephant’

Intel? OmegaLuL! Where innovation goes to die.

Pat was the best addition to Intel, when he was most needed. I just hope short sighted institutional investors do not impose a change in the top management.

Behind the lines: “we are losing but we will come back. We ae coming back.”

Which lable is Sam wearing?

$7 trillion looks like SBF proposal.

I am a believer in Intel's success under Gelsinger's leadership....... but he's only going to be there for a couple more years. Slow DCA.

They are planning in 5y what apple is selling since 2020

What is that small concentrated area in Asia called? Asking for a friend.

plot twist - This whole interview was AI generated.

Intel has a bright future. I love their growth strategy

3 laws of robotics -please

Intel is about two years behind TSMC so let's see if they can catchup.

Hey - I was expecting some of your comments and observation from this.

It’s about the employees in intel. tsmc and its supply chains’ Taiwanese employees are hired with 1/3 of the salary of an American one. they can work with 3 shifts per day and during night time. That tells you all about the foundries.

Google does not permit comments critical of topics it deems societal goals

Fantastic presentation ! who wannna to join shift turn fab job in the US to realize Pat's BIG dream in the first place,could any American young ppl tell me ?

I only see the NPUs used in gaming machines, the AI powered PC chips would be an overkill for the average consumer.

Love to intel ceo here

Good competition！Bring it on 🎉

How long Pat can still be Intel CEO? Till 18A comes ture or the first milestone not on time！

But but but...Beat Kevin and Dog Dance Andy said....

holy heck did you hear how much that thing weights and how much it needs to cool.... woooooaaahhh

INTEL just present only advertising and a lot of blablablablabla....

Too many cuts if you ask me, still it's good material.

what does this feel like A.i.?

Steve jobs started these presentations and now everyone Does them

Words...

ARM wins. Royalties from all chip makers.

In 10 years from now that this will seem like a windows 95 presentation.

only talk about breaking TSMC monopoly but what about ASML? why cant the US break THEIR monopoly?

If others are out to get you, paranoia is plain smart thinking.

andy grove was not an intel founder. how long has pat worked there?

You put your conclusion as your title. But in your 28 minutes video, I don't now which parts drew your conclusion.

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It disturbs me how Altman is being treated with the deference of a monarch-but comes across as deeply duplicitous and sinister to any one who has met high-functioning sociopaths before.

A video about this RU-vid David Rogers Webb on how to stop “The Great Taking” Alarming news to say the least.

Andy grove was right, but Intel is not Paranoid. It should be though it has slowly lost its first position.

Profit ?

I would add Pat to one of the top CEOs of our time.

It all depends upon the degree of controll the oligarchs are able to have. IF AI winds up being a Minority Report type tool, 7sed by the judicial & enforcement agencies, it will be horrible. Even if there are tremendous potential for research & development. That 1 factor negates it.